Category: Uncategorized
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Google Maps is free because your location data is worth more than the product
October 28, 2009. Google announces that Android 2.0 will include free turn-by-turn navigation inside Google Maps. Voice-guided. Real-time traffic. Automatic rerouting. Free. Garmin‘s stock dropped 16% that day. TomTom dropped 21%. In a single announcement, Google made the core product of a $14B industry worthless. Before that day, if you wanted GPS navigation in your…
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How Erewhon turned a grocery store into a status symbol
11 locations. All in LA. $1,800 revenue per square foot. $19 smoothies. And people fly in from other cities to stand outside with one.
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How Whatnot built a $11.5B live shopping empire when everyone said it wouldn’t work in the US
$8B GMV. 95 min/day usage. 500+ sellers making $1M+/year. Started with Funko Pops.
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How Vinted became Europe’s biggest secondhand marketplace by charging buyers, not sellers
€1.1B revenue. €10.8B GMV. 100M+ members. Zero seller fees.
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How Vercel gave away the framework and sold the cloud
Next.js is free. The deployment is $20/month. That’s the whole business.
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Financial Instability Is a Product Defect
A B2B startup announces layoffs on a Tuesday. The CEO posts something on LinkedIn about hard decisions and gratitude. By Thursday, two enterprise deals that were almost closed have gone quiet. A renewal that everyone assumed was a formality is now “going back for another round of review.” A prospect who was in final contract…
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What killed Pandion wasn’t the market. It was the model.
Scott Ruffin founded Amazon Air. That’s not a throwaway credential. Building a cargo airline operation inside one of the most logistically complex companies on earth is a genuinely hard thing to do, and he did it. So when Ruffin started Pandion in 2020, he had the founder story, the domain knowledge, and eventually the capital. $125M in equity over…
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Switch to T-Mobile for Business and get 10 lines for $15/mo. each
Switch to T-Mobile for Business and get 10 lines for $15/mo. each March 16, 2026 | Read online Switch to T-Mobile for Business and get 10 lines for $15/mo. each {{OPEN_TRACKING_PIXEL}} Switch to T-Mobile for Business and get 10 lines for $15/mo. each Scaling your team? T-Mobile for Business is offering 10 lines…
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Distribution Is the Moat
HubSpot lost 75% of its blog traffic and had its best financial year ever.
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The Quiet Moat
Why Some Companies Are Winning With AI and Most Aren’t